This will guide you through the simple steps to add and update new Members to your team, Manage how much money they have collected and assign login IDs.

To begin, login to the "Team & Committee Login" page (the link is located at the bottom of the Main Menu on the right).

Once you are logged in and at the Team Menu, click the "Add or Modify your Team's Roster" link from the menu.

The list of all existing members, will be displayed with a summary of their information. (For descriptions of what the fields refer to, see the "Editing A Member" section below)

Please note: HTML Code is NOT allowed in any of the fields and will be filtered out!

Adding A Member

At the very bottom of the list is a blank field for adding a new member.

Member Name
Simply enter the member's name in the field. That's all there is to it!

Once the form is filled in, click the "Add Member" button and your member will be added to the roster.

Editing A Member

To edit an event, click on the Member's Name from the roster. You will be taken to a form with the Member's information loaded for you to edit.

Member Name
This is the Member's Name. First names can be used if they don't want their last names displayed online, or even nicknames are allowed so long as you know who they really are. The Member Name can be up to a maximum of 30 characters.

Member E-Mail Address
If the member doesn't mind, you can enter their E-Mail address on the website which will allow anyone to contact them. There are two ways to enter it. Raw (name@somewhere.com) or Encrypted (using reCAPTCHA). The reCAPTCHA method is recommended and a link is provided to their website in the editor pages. This requires people to answer a prompt before they can see the e-mail address.

Private Email
Lets say you want to enter their e-mail address for your records, but do NOT want it displayed on the website. Checking this box makes that happen. Their address will only be viewable in the editor, but not on the Team Details page where everyone can see.

Team Captain
Check this box if the selected member is your Team Captain or Co-Captain.

Commitment Fee Paid
Check this box if you have received their $10 commitment fee.

Registration Form Turned In
There are three possible options for this field, but only two are available to the Team Captains. They are:
"Registration Form Not Received (Member Has It)" - This is the default and simply says that the Registration Form has not been filled in and turned in to you yet.
"Registration Form Turned In To Team Captain(s)" - This is when you, the team captain, have received the form from your member.
"Registration Form Received By Committee" - This is the final step and means that their Registration form has been received by the committee. Once the field is updated to this status, it cannot be changed by the Team Captains.

Packet Turned In
Check this box if the member has turned in their fundraising packet with their collections in it.

Forum Account ID
The Message Forum accounts have a unique ID number to them. This is for that number. Because it's kind of an advanced feature, I would recommend leaving it at zero and let me take care of it.

Once you have completed your changes, click the "Save Changes" button and the member's information will be saved.

Adding Money Collected

One of the new features this year is the ability to track the individual's collections online. To update their totals, click on the "Money Collected" amount on the right side of their name in the Team Roster. This will take you to a form where you can post updates to their collected amount.

Amount Collected
Enter the amount to be posted in this field without the dollar sign ($). This field CAN be negative to allow for corrections.

For example, if you enter 100 and post it, but realize it should have been only 10, you can enter -90 to make the amount correct.

Memo or Notes
This is an optional field for you to enter notes regarding what the money was from.

Once you have completed the form, click the "Add Money Collected" button and the member's collected amount will be saved.

Adding A User Login

Another new feature this year is the ability for the Team Captains to assign logins to their other team members. This will allow them to login and update information.

PLEASE NOTE: If you assign a login to a member, they have change access to ALL of your team's information!!! Chose carefully who you assign logins to!

To assign a login, start by clicking on the name of the member you want to add one to from the Team Roster. This will take you to the "Edit a Team Member's Information" form. To the right of the Member Name field will be another link saying "Creat Login for {Member Name}". Click this link to begin the wizzard.

Step 1 - Enter a User ID
To ensure there are no duplicates created, you must first enter the User ID for the member and click the Next button. The User ID is a maximum of 10 characters.

If the User ID is NOT available, you will be told so and asked to try again.
If the User ID IS available, simply click the Next button again to continue.

Step 1 - Enter a Password
Enter the password the user will use and enter it again to confirm it was typed correctly. The Password is a maximum of 10 characters and cannot be blank. Click the Next Button to continue.

The User ID and Password for that member have been created.